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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,766 | $95,404+81.1% | $113,397+52.4% | $82,637+109.1% |
| Participation rate | 91.4% | 72.8%+18.6pp | 76.5%+14.9pp | 68.1%+23.4pp |
| Annual return | 18.14% | 19.08%-0.9pp | 23.20%-5.1pp | 53.51%-35.4pp |
| Employer contribution / active EE | $3,663 | $2,307+58.8% | $2,977+23.0% | $2,552+43.5% |
| Participant deferral / active EE | $8,774 | $4,220+107.9% | $5,076+72.8% | $4,126+112.6% |
| Admin fee / account holder | $57 | $9,168-99.4% | $11,957-99.5% | $7,339-99.2% |